Energy
Streamlining Business Case Management & Process for Faster Decision Making
Primary Area
Organizational Project Management (OPM)
Service Area
Strategic Demand Management
Products Used
SharePoint
Roles Impacted
IT Tower Leads, Program Managers, Project Managers
Impact Highlight
90% manual proposal
Opportunity
Project demand intake had become a maze of disconnected tools and ad‑hoc spreadsheets. The absence of a unified workflow prevented leaders from seeing true capacity or prioritizing investment.
Multiple custom, legacy PPM/EPM/SPM solutions created data silos and conflicting metrics.
Manual approvals via email and Excel introduced errors and cycle‑time delays.
Inconsistent templates across IT tower leads hindered portfolio‑level visibility.
Duplicate data entry and poor quality forced analysts into time‑consuming reconciliations.
Limited audit traces increased compliance risk and frustrated governance teams.
Solution
Our consultants facilitated cross‑tower design workshops, then implemented Project Online alongside a Microsoft Power Platform stack according to the agreed future‑state process. Legacy tools were either integrated or fully migrated, delivering a governed pathway from idea to funded project—true to "Advancing Visions, Realizing Requirements".
Unified demand intake form built in Power Apps with role‑based validation and Azure AD security.
Automated approval routing in Power Automate, capturing digital signatures.
Central project repository in Project Online; schedules and resources synchronized to Power BI.
Financial planning module embedded in the Power App, replacing offline spreadsheets
Real‑time dashboards in Power BI surfacing KPIs for executives and PMO leaders.
Comprehensive training and adoption program to embed the new process and roles.
Impact
With end‑to‑end visibility and automation, the client now governs its global portfolio with fact‑based speed. Business units trust the numbers, and IT leadership can steer resources where they add the most value.
60 % reduction in demand‑to‑approval cycle time.
Data completeness improved to over 90% in the first cycle, enabling reliable forecasting.
Manual spreadsheet effort cut by 75 %, freeing analysts for higher‑value work.
Executive reporting prep time dropped from 3 days to under 3 hours via Power BI reports and dashboards.
Audit‑ready approval logs improved governance compliance scores.